Zoho Books

Vorteile

Einfach im Aufbau und in der Anwendung - auch mobil. Viele Personalisierungs- und Automatisierungsmöglichkeiten. Im Vergleich zu anderen Finanzsoftwareprodukten ist ZOHO Books sehr preiswert.

Nachteile

Spesenmanagement funktioniert über ZOHO Expense hervorragend und für Lagerverwaltung bietet ZOHO Inventory die ideale Ergänzung.

Vorteile

1. Die Einfachheit der Integration mit anderen ZOHO Apps aber auch mit der Software von Drittanbietern
2. Die Flexibilität für individuelle Anpassungen
3. Die intuitive Oberfläche - nur sehr geringer Schulungsaufwand
4. Die Analysemöglichkeiten, Berichte und das Cockpit, welche eine hervorragende Übersicht gewähren

Nachteile

In der Schweiz muss der Jahresabschluss über einen Treuhänder mit von der Finma zertifizierter Software gemacht werden.

Vorteile

Easy to use platform with all the basic features for accounting.

Nachteile

User interface can feel a bit dated at times which makes it a bit difficult to do frequent tasks.

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Vorteile

The fact that I can create a quotation and send it directly from zoho without having to download then create an email and attach it

Nachteile

The fact that you can not edit customer details when you are invoice such as changing the name if it was a quotation.

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Vorteile

Works good for bookkeeping. Easy to use.

Nachteile

Customer service is slow to get back with resolution.

Vorteile

It is quite intuitive and well-organized. I like that you can easily find the customer and jump from one place to another.
Also, it is customizable, for example, it helps me a lot to set payment reminders for my clients.

Nachteile

There are some limitations in terms of reporting. If you want to see old data, you can´t do it, and that´s a bit annoying.
In addition, the currency exchange rates sometimes are not accurate.

Vorteile

Efficiency of use. Functions are easy to see and utilise.

Nachteile

The pricing and subscriptions. Sometimes the feedback was slow

Vorteile

All the accounting business needs for invoicing and billing in one solution. It is the most user-friendly and comprehensive accounting platform I have used. The available integrations of Zoho Books enable a lot of ease for sending and tracking quotes and invoices.

Nachteile

It is a great platform overall. The user interface is smooth and fast overall. If the UI elements like the menu were improved even further it would make the user experience even better.

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Vorteile

The great part about Zoho Books is the dashboard and reports. Dashboard gives a very good overview of the finances and the health of organization. Reports are a great way to break things down for more clarifity.

Nachteile

Pricing! I find it a tad bit expensive. For a company in a good shape though, it would be a great product but for bootstrapped start-ups, it is a little expensive. They have a free version but I needed some premium features for my use case. They also give out credits for start-ups which could be used for a year. After using it for a year, the software makes you so lazy and you don't want to migrate.

Vorteile

I love Zoho Books for how it automates many repetitive accounting tasks like invoicing, tracking expenses and bank reconciliation. For example, it's what I used it to generate recurring invoices for my clients, saving me hours of manual work per month. It also offers great GST compliance features which are a big advantage for my business.

Nachteile

The mobile app isn’t as functional as the desktop version, and while the reporting options are good, they could be better customized. The upfront setup can also be a time-consuming task for businesses with complex accounting needs.

Vorteile

Its definitely the features and fits my requirement

Nachteile

Actually nothing. It is fantastic tool / program.

Vorteile

Favorite feature: automated invoicing and payment tracking. Generating invoices is easy; recurring invoices and payment integration helps with cash flow management. Mobile app is a plus, gives real-time access to financials. Free plan for businesses under $50K in revenue is good and we use it with Zoho Expense and it works seamlessly.

Nachteile

Limited customization options for invoices and reports. Interface is user-friendly, but not much there for tailoring invoice templates or reports

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Vorteile

ZOHO has many other apps implementation and its able to customize according to our requirement.

Nachteile

Reporting format of Balance sheet and Profit loss in excel need to improve.

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Vorteile

One of the easiest interfaces for creating estimates and invoices is Zoho Books. It gives enterprises flexibility by enabling the creation of estimates with and without GST. The main benefit is that it offers a range of plans at reasonable prices to accommodate diverse business needs.

Nachteile

Reports and invoice customisation in Zoho Books is limited. While integrating Zoho Book with other ZOHO apps is simple, doing so with other apps can be difficult. Data migration is quite difficult for businesses with a lot of data.

Vorteile

There is easy collaboration while using Zoho Books. It is easy to hold negotiations across all levels. Getting paid online instantly makes it more enjoyable and relaxing. It is generally an easy to use tool with huge focus on achieving goals. It's integration is major and relatable.

Nachteile

Zoho Books is user friendly. I don't find anything wrong yet. The price is also reasonable.

Vorteile

Availability of mobile application is what I like most since I am able to track time and expense on projects on the go.

Nachteile

I currently face zero errors when using ZB.

Vorteile

The app is so easy to use, it's simple and takes the stress out of book work.

Nachteile

There are no cons for my business needs, I love the app.

Vorteile

I like the way the software allows us to reconcile various transaction hence eliminating errors in reporting. Its ability to integrate it with inventory management makes it even better.

Nachteile

Their customer support is a bit slow in response but generally, I cant complain because they always offer help.

Vorteile

It is very interactive.
The availability of a free plan
A good alternative to other major accounting software.
Excellent customer portal
Easy to use

Nachteile

Maximum users should be more than 10
A better support

Vorteile

The ease of using the zoho books across all the device since the data is stored in server rather than tally in which the data is stored locally in the system.

Nachteile

Nothing to complain as such, but you can say demo or training is necessary extensively to use the application in more productive way.

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Vorteile

It does the job for everything we need, which is managing invoicing and sending various types of bills. It connects with Zoho CRM which we use daily with our team.

Nachteile

Some things are not always easy to set up, you need some time to know how things connect to each other.

Vorteile

Quite easy to use and create invoice and track transactions

Nachteile

Sometimes the website become lag. Not sure its my computer or the server.

Vorteile

Intuitive Design: Easy to navigate, with a clean and organized layout.Minimal Learning Curve: Simplifies the process of managing financials, even for users with limited accounting knowledge.

Nachteile

Zoho Books doesn't have built-in payroll features and relies on third-party integrations, which might not be as seamless or comprehensive.

Vorteile

Zoho Books helps manage businesses better and automate workflow which saves a lot of time. I like the fact that it has a free and paid version

Nachteile

Customer support is not at all professional, often very long and their advice misunderstood.

Vorteile

The software integrates with Zoho invoice which makes work of creating invoice easy and massive.

Nachteile

The software is excellent at record keeping and report on transaction done under invoice and billing

Vorteile

Zoho Books' customer portal helps to check if the customer viewed the invoice sent to them.

Nachteile

Zoho Books save time because allow customers to pay the invoice in one place hence I feel its simplity.

Vorteile

Zoho Books manages the small business by automation of business workflow.

Nachteile

Work done on zoho Books can be uploaded to the drive such as one drive or zoho workdrive.

Vorteile

Being able to convert sales orders to estimates and invoices.

Nachteile

Ther is not anything I don't like about it.

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Vorteile

Zoho was very easy software to setup for someone who does not have a lot of experience. We used this software to mostly to track estimates. When estimates were approved and accepted by the customer it was simple to turn them into invoices.

Nachteile

Once you add certain items into the system they cannot be deleted. For example, if you accidently add a wrong item you will have to cancel it out on the books with another entry.

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Vorteile

Zoho Books has allowed us to improve in the accounting area, having a perfect administration of expenses, accounts, invoices, payments and other tasks to be carried out, it manages a magnificent online accounting function, keeping all the payment reports up to date without forgetting invoices or payments to make, it is a very complete platform with its tools.

Nachteile

In my personal opinion, it is a perfect platform that there is nothing to improve or change.

Vorteile

Marking the cost against my product items.

Nachteile

Uncleared notifications on the app that I just can’t seem to clear

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Vorteile

Admiration for automating reccuring payments and invoices.
Straight forward and ease of use.

Nachteile

Explicably cool for tax compliance and automatic calculations.

Vorteile

The tool send us financial reports and profit as well as loss forms on time.
It has the best interface to use for our accounting processes.
The most amazing customer service is served to us.
Very fast and quick in invoice processing.

Nachteile

It has delivered to our expectations and it has never disappointed.

Vorteile

It looks modern and intuitive.
It has a sales portal that customers can access online and view their invoices and payments. That is the feature that sold the program to us.

Nachteile

The debit and credit side is the wrong way round as it follows the Indian system. For example, in the UK a sales balance of -£100 means that the customer owes £100 pounds and has to pay. In Zoho however, it means that the customer is in credit by £100 and would potentially need a refund.

Blocks you if you type and click your mouse fast. There are problems with batch invoicing, and it takes a lot of time to review invoices one by one. The system does not extract more than 100 statements at a time. You really should find another system if your sales ledger is large.

Vorteile

I am not a professional accountant but I know administration and finance. Zoho has given me the tools I need for managing finances, purchasing, and invoicing.

Nachteile

The inventory module comes separately and I would like it to be included. Inventory vs final product costing would be a nice addition.

Vorteile

It's much better than QuickBooks Online and much less costly as part of Zoho One

Nachteile

Can't think of many cons, as it works so well

Vorteile

Product is ok but customer service is pathetic

Nachteile

The customer service is pathetic, we are running a CA firm and have almost 20 Zoho books subscription and login and one of the login as was asking an OTP we were not getting because the [sensitive content hidden] is travelling and OTP is going to only mobile number not to email hence raised the ticket and the team keep saying that the accounts team is working but we did not receive any resolution they wasted a whole day and did not resolve this. the ticket ID is [sensitive content hidden].

Vorteile

The invoices module in Zoho Books and very well laid out and easy to use for people who are new to these kinds of platforms.

Nachteile

The payment processing application that we use is currently not integrated with Zoho Books which creates a bit more manual work for us.

Vorteile

We love the way you can add further modules and expand into other areas like inventory with ease. The support is fast and efficient with a positive outcome every time. The consistency through every module bill s, invoicing, purchasing makes it a breeze to operate.

Nachteile

The only one annoyance is the search from some screens you need to know the exact customer name or item name to search. Where as some screens use a keyword search which is easy and fast to locate the information.

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Vorteile

Zoho Books combines quoting, invoicing in a very efficient way. I love the waste option of opportunities to adapt things like templates to automate as much as possible and safe time.

Nachteile

The UX can be overwhelming at the beginning, but you get adapted over time.

Vorteile

Zoho Books is an exceptional accounting service, it offers a free version for small business but paid version too. Works great with bank reconciliation and is packed of good features that you found only on expensive software. Getting reports like P&L is easy and the reports looks good. Integrates good with other Zoho apps if you are using them.

Nachteile

No cons for Zoho Books, the software works good.

Vorteile

It has a very easy user interface and I really like the accessibility of using it on phone.

Nachteile

There is nothing that I don't like but yes the feature of budget and forecasting can be improved as it requires some advanced feature.

Vorteile

It is basic and does not have too many features. It is included in the overall Zoho system.

Nachteile

Templates are limited and creating invoices in various languages is problematic to setup.

Vorteile

When it comes to accounting and handling accounts payable, Zoho Books offers great features.
It makes invoicing easy and handles payment processing really well.

Nachteile

With Zoho Books, there has been zero malfunctioning reports.

Vorteile

I like the robust security that comes with the tool which ensures our data is kept secure

Nachteile

There are no significant challenges I have encountered so far

Vorteile

I like that it allows you to automatically import bank transactions, streamlining the reconciliation process and reducing manual errors. In addition, custom rules can be set up to automatically categorize transactions, saving time in manual sorting. Zoho Books is highly customizable and allows tailoring financial reports to our specific needs.

Nachteile

On occasion, I have experienced delays and load times when accessing certain functions or working with large data sets.

Vorteile

Creating and tracking invoices was quick and easy, helping me keep an eye on cash flow without extra effort.

Nachteile

The customization options for invoices and reports are a bit limited, which can make them feel generic.

Vorteile

Easily tracks client communication and invoicing

Nachteile

does not integrate easily with Microsoft Office suite

Vorteile

I like the exceptional features of Zoho Books.
Zoho Books meets our needs because it has been a reliable online accounting software.

Nachteile

Zoho Books is reliable and flawless.
I do not dislike Zoho Books at all.

Vorteile

Zoho Book is quite different from other similar softwares their time tracking functions that make it easy to bill the invoice, their API and their reporting tool is amazing and one of the best thing is their interface.

Nachteile

Zoho Book Will never disappoint despite of the challenges.